Total Wealth Planning provides wealth planning and investment management services to individuals, high net worth individuals, and charitable organizations. They focus on diversification and low-cost investments. They offer services like cash flow analysis, tax planning, insurance analysis, college planning, retirement planning, and estate planning. Total Wealth Planning acts as a fiduciary, committed to loyalty and good faith.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable in circumstances when multiple client relationships result from the same immediate family. Some long-term existing Clients may be grandfathered under previous fee agreements not listed above. Clients who choose more comprehensive financial planning services without the suggested minimum assets are likely to pay a higher annual rate (%) than listed above. With the exception of a client paying a minimum fee, no client in good standing will pay an advisory fee rate higher than what is listed above.
